Evoke Wealth, LLC Portfolio Holdings

Evoke Wealth, LLC

  • $3.83 Trillion
  • Q1 2025

Evoke Wealth, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $3.83 Trillion distributed in 450 stocks.

Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $424B, Ishares Core S&P 500 ETF with a value of $354B, Tidal ETF Tr Rpar Risk Parity with a value of $215B, Vanguard Total Stock Market Et with a value of $155B, and Schwab Strategic Us Tips ETF with a value of $149B.

Examining the 13F form we can see an increase of $240B in the current position value, from $3.59T to 3.83T.

Below you can find more details about Evoke Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $3.83 Trillion
Technology: $258 Billion
ETFs: $156 Billion
Financial Services: $134 Billion
Healthcare: $77.5 Billion
Consumer Cyclical: $68.4 Billion
Communication Services: $66.7 Billion
Industrials: $40.9 Billion
Consumer Defensive: $28.3 Billion
Other: $47.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$80.5 Billion 2.1% of portfolio
362,559
Q1 2025 Added 40.88%
$406B
$65.3 Billion 1.7% of portfolio
602,723
Q1 2025 Added 294.88%
$3.75T
$43.8 Billion 1.14% of portfolio
116,714
Q1 2025 Added 8.4%
$1.07T
$28.3 Billion 0.74% of portfolio
183,133
Q1 2025 Added 46.13%
$2.27T
$25.5 Billion 0.66% of portfolio
133,848
Q1 2025 Added 11.54%
$539B
$19 Billion 0.5% of portfolio
34,731
Q1 2025 Added 13.76%
$120B
$18.1 Billion 0.47% of portfolio
156,973
Q1 2025 Added 2,973.08%
$6.99B
$16.4 Billion 0.43% of portfolio
282,524
Q1 2025 Added 17.7%
$1.08T
$16.4 Billion 0.43% of portfolio
104,769
Q1 2025 Added 256.83%
$409B
$12.2 Billion 0.32% of portfolio
73,364
Q1 2025 Reduced 6.95%
$631B
$10.7 Billion 0.28% of portfolio
20,013
Q1 2025 Added 4.52%
$92B
$10.6 Billion 0.28% of portfolio
22,827
Q1 2025 Reduced 10.75%
$71B
$10.6 Billion 0.28% of portfolio
2,779
Q1 2025 Reduced 11.75%
$1.62T
$10.2 Billion 0.27% of portfolio
17,683
Q1 2025 Reduced 64.47%
$283B
$9.51 Billion 0.25% of portfolio
18,158
Q1 2025 Reduced 7.46%
$146B
$8.27 Billion 0.22% of portfolio
67,879
Q1 2025 Reduced 7.55%
$636B
$7.57 Billion 0.2% of portfolio
54,141
Q1 2025 Reduced 7.06%
$831B
$7.01 Billion 0.18% of portfolio
28,577
Q1 2025 Added 2.65%
$185B
$6.79 Billion 0.18% of portfolio
45,286
Q1 2025 Reduced 10.55%
$140B
$6.37 Billion 0.17% of portfolio
27,322
Q1 2025 Reduced 8.91%
$300B
$6.54 Billion 0.17% of portfolio
39,094
Q1 2025 Reduced 10.48%
$748B
$6.32 Billion 0.17% of portfolio
7,658
Q1 2025 Added 2.57%
$373B
$6.33 Billion 0.17% of portfolio
37,132
Q1 2025 Reduced 2.38%
$99.1B
$5.97 Billion 0.16% of portfolio
22,495
Q1 2025 Reduced 8.83%
$125B
$6.27 Billion 0.16% of portfolio
31,108
Q1 2025 Reduced 8.51%
$46.5B
$5.72 Billion 0.15% of portfolio
10,117
Q1 2025 Reduced 7.47%
$30.3B
$5.93 Billion 0.15% of portfolio
109,107
Q1 2025 Added 5.04%
$63.5B
$5.17 Billion 0.14% of portfolio
81,603
Q1 2025 Reduced 9.42%
$91.1B
$5.5 Billion 0.14% of portfolio
15,756
Q1 2025 Reduced 9.6%
$337B
$5 Billion 0.13% of portfolio
23,874
Q1 2025 Added 6.19%
$76.4B
$5.14 Billion 0.13% of portfolio
54,908
Q1 2025 Reduced 7.23%
$474B
$4.44 Billion 0.12% of portfolio
37,351
Q1 2025 Added 1.33%
$3.41B
$4.44 Billion 0.12% of portfolio
148,207
Q1 2025 Reduced 3.09%
$41.4B
$4.24 Billion 0.11% of portfolio
41,125
Q1 2025 Reduced 10.69%
$113B
$4.07 Billion 0.11% of portfolio
24,303
Q1 2025 Added 10.06%
$217B
$4.1 Billion 0.11% of portfolio
6,675
Q1 2025 Reduced 1.17%
$220B
$4.16 Billion 0.11% of portfolio
42,153
Q1 2025 Reduced 0.61%
$14.9B
$3.66 Billion 0.1% of portfolio
43,824
Q1 2025 Reduced 9.85%
$573B
$3.82 Billion 0.1% of portfolio
4,092
Q1 2025 Reduced 1.25%
$71B
$3.84 Billion 0.1% of portfolio
26,258
Q1 2025 Added 3.66%
$10.4B
$3.66 Billion 0.1% of portfolio
136,787
Q1 2025 Added 7.63%
$238B
$3.62 Billion 0.09% of portfolio
6,625
Q1 2025 Reduced 0.62%
$179B
$3.32 Billion 0.09% of portfolio
21,594
Q1 2025 Added 2.47%
$120B
$3.6 Billion 0.09% of portfolio
34,309
Q1 2025 Added 3.39%
$50.1B
$3.47 Billion 0.09% of portfolio
15,136
Q1 2025 Reduced 9.18%
$432B
$3.19 Billion 0.08% of portfolio
4
Q3 2024 Added 300.0%
$205B
$3.03 Billion 0.08% of portfolio
3,800
Q1 2025 Added 54.53%
$174B
$3.15 Billion 0.08% of portfolio
8,213
Q1 2025 Reduced 9.95%
$27.4B
$3.03 Billion 0.08% of portfolio
2,567
Q1 2025 Reduced 11.02%

Summary

  • Portfolio
  • No. of Stocks 450
  • Current Value $3.83 Trillion
  • Prior Value $3.59 Trillion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 37 stocks
  • Additional Purchases 217 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 117 stocks
Track This Portfolio

Track Evoke Wealth, LLC Portfolio

Follow Evoke Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evoke Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evoke Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email